Patrick Healy

Financial Advisor at Seamount Financial Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Newport Beach, California, United States, US
Skills

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Bio

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Credentials

  • CA Life and Health Agent
    California Department of Insurance
  • Personal Financial Planning
    UC Irvine
  • Series 63
    FINRA (Financial Industry Regulatory Authority)
  • Series 66
    FINRA
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Seamount Financial Group, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • 2022 - Present

      Seamount is an independent, boutique wealth management firm. We manage investment portfolios and provide tax-efficient financial planning for wealthy families and individuals. Seamount is an independent, boutique wealth management firm. We manage investment portfolios and provide tax-efficient financial planning for wealthy families and individuals.

  • PIMCO
    • Kuwait
    • Real Estate
    • 1 - 100 Employee
    • Senior Associate
      • 2016 - 2022

      PIMCO is a $2 trillion investment management firm providing solutions for global institutions across public and private financial markets. I led business development proposals totaling $20B+ to manage fixed-income portfolios for sophisticated institutions globally. PIMCO is a $2 trillion investment management firm providing solutions for global institutions across public and private financial markets. I led business development proposals totaling $20B+ to manage fixed-income portfolios for sophisticated institutions globally.

  • Beacon Pointe
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Analyst
      • 2016 - 2016

      Beacon Pointe is one the largest independent advisory firms in the nation providing investment and financial guidance to institutions and families. I was an analyst on a team that consulted U.S. institutional investors on their investment portfolio design. Beacon Pointe is one the largest independent advisory firms in the nation providing investment and financial guidance to institutions and families. I was an analyst on a team that consulted U.S. institutional investors on their investment portfolio design.

Education

  • The University of Texas at Austin
    BA, Economics

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